New Freshdesk Ticket to Update Base Contact Field to Send Twilio SMS

Freshdesk New Contact to Send Twilio SMS to Update Base Contact Field

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20 journey ideas for Twilio, Freshdesk and Base CRM

About the
Twilio integration

Create a multi-channel customer journey with personalized SMS messages. Use Autopilot's powerful conversational SMS features to capture replies, automate responses based on those replies (e.g. "yes" or "no") and trigger journeys based on incoming SMS messages (e.g. "subscribe"). There is simply no better way to automate SMS.

About the
Freshdesk integration

Freshdesk is cloud-based customer support software. Freshdesk and Autopilot allow you to start journeys based on tickets matching certain criteria and follow up when people have had both positive and negative experiences. You can also add tickets automatically based on actions that happen in the customer journey.

About the
Base CRM integration

Base built the first scientific sales platform that empowers businesses to grow revenue in a way that’s measurable, repeatable and scalable. Unlike legacy cloud CRM and sales force automation systems, Base offers an all-in-one solution that increases rep adoption rates and data capture across devices. With the ability to analyze big data trends in real-time, Base’s Apollo provides sales leaders with the actionable, quantifiable insights they need to accelerate performance.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the
Twilio integration, Freshdesk integration and the Base CRM
integration.

Journey Triggers

Twilio SMS Received

Add a contact to a journey when they SMS a keyword (e.g. "subscribe") to a number or messaging service.

Freshdesk Ticket Updated

Triggers when a Freshdesk ticket is updated .

Freshdesk Contact Updated

Triggers when a Freshdesk contact is updated.

Freshdesk New Contact

When a new contact is added to Freshdesk the journey is triggered.

New Freshdesk Ticket

Triggers when a new Freshdesk ticket is submitted or created. Can be filtered to match certain criteria.

Create New Freshdesk Ticket

Creates a new Freshdesk Ticket.

Add a Base Deal

Add a new deal against the contact in the journey.

Base Deal Stage Change

Add a contact to a journey when the deal stage changes in Base CRM.

Base Contact Field Change

Add a contact to a journey based on a certain value on a contact changing to a specific value.

Assign Base Task

Assigns a task for a lead or contact.

Conditions

Freshdesk Ticket Status

Checks the most recent ticket status with multiple outcomes.

Check Base Deal Stage

Check the deal stage with a true or false outcome.

Check Base Contact Field

Check for a specific value in a contact field.

Journey Actions

Send Twilio SMS

Send a contact a personalized SMS. Capture replies and send follow-up messages based on their contents.

Freshdesk Update Ticket

Updates the latest ticket with new information or a status.

Assign Base Contact Owner

Assigns an owner or round robins ownership to a contact.

Update Base Contact Field

Updates a field with a certain value associated against a contact in Base CRM.

What is Autopilot?

Simple and visual customer journey marketing software you’ll love.

Automate your marketing & grow your business. With Autopilot follow up new leads, nurture existing leads, send messages on every channel and automate your marketing with simple and visual customer journey
marketing software. It’s as easy as dragging and dropping Triggers, Actions and Conditions to automate your marketing. Best of all Autopilot integrates and automates the applications you’re already using like Twilio, Freshdesk and Base CRM.